-2.9%
GDX vs NRG
-22.9%
+20.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.6% | +4.6% | +2.2% |
| 7D | +1.9% | +3.9% | -2.0% | +0.5% |
| 30D | +9.9% | -3.0% | +12.9% | +10.6% |
| 3M | +28.2% | -10.9% | +39.1% | +29.1% |
| 6M | -2.9% | -25.3% | +22.4% | +2.6% |
| All | -2.9% | -22.9% | +20.0% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded NRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling